Monday, May 8 Wicked Good Talks
Babson College Executive Conference Center
7:30 to 6:00 pm. Up to 7 CFP CE’s. Stay tuned. More to presenters to be announced.
What a line up! Register today and get Early Bird Pricing.
CFP Ethics Course: Rita Cheng, CFP Blue Ocean Wealth (This is the only time CFP Ethics will be offered by FPA MA)
Current Economic Update: Bradford McMillan, CFA, CAIA, MAI: Senior Vice President, Chief Investment Officer of Commonwealth Financial Network
Fixed/Index Annuities as a Fixed-Income Alternative: John L. Olsen, CLU®, ChFC®, AEP®
Findings from the MIT Age Lab: Mike Lynch, VP of Strategic Markets, The Hartford Funds
Estate Planning Tools you need to Know Today: Joshua Miller, J.D., CFP &Senior Wealth Strategist in Estate and Wealth Planning at Atlantic Trust
Special Performance by a stand-up economist- Yoram Bauman
Reception sponsored by BMO Global Asset Management
Overnight Accommodations at Babson: Reservation Line: (781) 239-5816.